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SEMPER AUGUSTUS INVESTMENTS GROUP LLC

13F
SEMPER AUGUSTUS INVESTMENTS GROUP LLC
Last update 2025-02-16 37 Stocks (0 new)
Value $560.00 Mil Turnover 6 %
Countries:
Top Holdings: BRK.B(19.29%)BRK.A(14.60%)DLTR(10.50%)DG(8.29%)KGC(7.63%)
Summary Stock Picks Current Portfolio
SEMPER AUGUSTUS INVESTMENTS GR... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B 		Berkshire Hathaway Inc
238,053
107,904.7
+0.10%
19.290
+0.02%
0.010
+13.92%
+17.93%
1,152,966.0
Insurance
BRK.A 		Berkshire Hathaway Inc
120
81,710.4
-5.51%
14.600
-0.82%
0.010
+13.72%
+17.68%
1,152,966.0
Insurance
DLTR 		Dollar Tree Inc
783,822
58,739.6
+62.13%
10.500
+4.02%
0.360
+9.02%
+7.94%
17,398.1
Retail - Defensive
DG 		Dollar General Corp
611,529
46,366.1
-28.99%
8.290
-3.57%
0.280
+30.39%
+24.86%
20,527.7
Retail - Defensive
KGC 		Kinross Gold Corp
4,608,191
42,717.9
-0.23%
7.630
-0.02%
0.370
+31.56%
+57.81%
17,879.7
Metals & Mining
NEM 		Newmont Corp
656,823
24,446.9
+0.85%
4.370
+0.04%
0.060
+28.09%
+43.13%
58,944.3
Metals & Mining
VLO 		Valero Energy Corp
189,019
23,171.8
+61.49%
4.140
+1.58%
0.060
-16.50%
-5.00%
36,181.6
Oil & Gas
ALK 		Alaska Air Group Inc
350,075
22,667.4
+0.64%
4.050
+0.03%
0.280
-39.47%
-32.51%
5,370.1
Transportation
SBUX 		Starbucks Corp
233,742
21,329.0
+0.10%
3.810
0%
0.020
-21.43%
-6.51%
96,383.8
Restaurants
OLN 		Olin Corp
585,493
19,789.7
+11.01%
3.540
+0.35%
0.510
-31.99%
-34.30%
2,535.3
Chemicals

SEMPER AUGUSTUS INVESTMENTS GROUP LLC's Historical Top Holdings Breakdowns

SEMPER AUGUSTUS INVESTMENTS GROUP LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DLTR 		Dollar Tree Inc2024-12-31Add
+4.02%
●
61.21 ($68.62) 76.19
$80.89
17.88%
Add 62.13%
783,822
300,384
DG 		Dollar General Corp2024-12-31Reduce
-3.57%
●
73.27 ($78.71) 84.35
$93.33
18.57%
Reduce -28.99%
611,529
-249,663
DINO 		HF Sinclair Corp2024-12-31Reduce
-1.79%
●
33.67 ($40.85) 47.7
$30.53
-25.26%
Reduce -44.83%
292,909
-238,040
VLO 		Valero Energy Corp2024-12-31Add
+1.58%
●
118.59 ($133.73) 144.03
$115.52
-13.62%
Add 61.49%
189,019
71,973
PARA 		Paramount Global2024-12-31Reduce
-0.92%
●
10.27 ($10.75) 11.63
$11.75
9.30%
Reduce -30.22%
1,180,089
-511,088
BRK.A 		Berkshire Hathaway Inc2024-12-31Reduce
-0.82%
●
664750 ($692646) 724040
$801,340.00
15.69%
Reduce -5.51%
120
-7
MCY 		Mercury General Corp2024-12-31Reduce
-0.35%
●
62.82 ($70.43) 78.96
$56.20
-20.20%
Reduce -54.97%
26,805
-32,720
OLN 		Olin Corp2024-12-31Add
+0.35%
●
33.13 ($41.69) 47.98
$22.03
-47.16%
Add 11.01%
585,493
58,051
EQNR 		Equinor ASA2024-12-31Add
+0.05%
●
21.88 ($24.01) 27.12
$23.08
-3.87%
Add 2.28%
490,140
10,948
FIVE 		Five Below Inc2024-12-31Add
+0.04%
●
83 ($95.77) 115.97
$77.67
-18.90%
Add 2.99%
76,357
2,214

SEMPER AUGUSTUS INVESTMENTS GROUP LLC Total Holding History ($B)

To

SEMPER AUGUSTUS INVESTMENTS GROUP LLC's Asset Allocation

To

SEMPER AUGUSTUS INVESTMENTS GROUP LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SEMPER AUGUSTUS INVESTMENTS GROUP LLC's Hypothetical Growth since 2024-12-31

SEMPER AUGUSTUS INVESTMENTS GROUP LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SEMPER AUGUSTUS INVESTMENTS GROUP LLC's Holdings Heat Map

Size field:

SEMPER AUGUSTUS INVESTMENTS GROUP LLC's Holdings Bubble Chart

SEMPER AUGUSTUS INVESTMENTS GROUP LLC News

  • 1

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